Leif Swanson, D.D.S. 401(K) Profit Sharing Plan — Form 5500 plan (Leif Swanson, D.D.S.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Leif Swanson, D.D.S. 401(K) Profit Sharing Plan is a benefit plan reported by Leif Swanson, D.D.S. under EIN 20-4993800 and plan number 001. The latest loaded filing year is 2023. The filing reports 13 participants and $1,218,858 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Leif Swanson, D.D.S.
- EIN
- 20-4993800
- Plan number
- 001
- Plan type
- 2
- Location
- Manchester, TN
- Latest filing year
- 2023
- Participants
- 13
- End-of-year plan assets
- $1,218,858
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13 | I | 20241015092656NAL0014308691001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,218,858
- Net assets (EOY)
- $1,218,858
- Net assets (BOY)
- $970,006
Income & contributions
- Employer contributions
- $18,485
- Participant contributions
- $39,413
- Total income / additions
- $252,023
Expenses & distributions
- Benefits paid
- $3,171
- Total expenses
- $3,171
- Net increase / (decrease)
- $248,852
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.